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First Horizon

425 hedge funds and large institutions have $4.33B invested in First Horizon in 2020 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 202 increasing their positions, 64 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 64

91% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 57

41% more capital invested

Capital invested by funds: $3.07B → $4.33B (+$1.27B)

13% more funds holding

Funds holding: 377425 (+48)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

16.66% less ownership

Funds ownership: 99.86%83.2% (-17%)

30% less call options, than puts

Call options by funds: $7.68M | Put options by funds: $10.9M

Holders
425
Holders Change
+48
Holders Change %
+12.73%
% of All Funds
8.58%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
109
Increased
202
Reduced
64
Closed
57
Calls
$7.68M
Puts
$10.9M
Net Calls
-$3.23M
Net Calls Change
-$5.93M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
326
Stephens Inc
Arkansas
$130K -$16K -1,703 -11%
S
327
SignatureFD
Georgia
$130K +$109K +11,614 +527%
JF
328
Jump Financial
Illinois
$130K +$129K +13,732 New
HCM
329
Hodges Capital Management
Texas
$130K +$129K +13,752 New
LCM
330
Laurion Capital Management
New York
$128K +$128K +13,600 New
CAPTRUST Financial Advisors
331
CAPTRUST Financial Advisors
North Carolina
$126K +$12K +1,280 +11%
Lido Advisors
332
Lido Advisors
California
$125K +$123K +13,076 New
William Blair & Company
333
William Blair & Company
Illinois
$124K +$26.5K +2,821 +27%
BAS
334
Brown Advisory Securities
Maryland
$123K
RFC
335
Regions Financial Corp
Alabama
$117K -$38.8K -4,132 -25%
FL
336
Fourthstone LLC
Missouri
$114K -$9.4K -1,000 -8%
SWP
337
Stratos Wealth Partners
Ohio
$114K +$113K +12,057 New
BWM
338
BCS Wealth Management
Tennessee
$108K +$3.04K +323 +3%
AA
339
Ancora Advisors
Ohio
$106K
CAM
340
Cresset Asset Management
Illinois
$106K +$104K +11,070 New
Creative Planning
341
Creative Planning
Kansas
$105K +$105K +11,124 New
PA
342
Pinnacle Associates
New York
$104K +$7.98K +849 +8%
RHJA
343
Rice Hall James & Associates
California
$97K +$96.8K +10,302 New
SWM
344
SeaCrest Wealth Management
New York
$96K +$96.1K +10,220 New
MAM
345
Meeder Asset Management
Ohio
$90K +$72.6K +7,724 +389%
KPCM
346
Kings Point Capital Management
New York
$89K +$88.9K +9,461 New
EI
347
Ellevest Inc
New York
$88K +$85.4K +9,090 +3,725%
SIC
348
Salem Investment Counselors
North Carolina
$74K +$75 +8 +0.1%
NIPH
349
NN Investment Partners Holdings
Netherlands
$73K +$72.4K +7,700 New
CFB
350
Cullen/Frost Bankers
Texas
$72K

FHN Hedge Fund Activity: Q3 2020 in Review

425 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q3 2020, worth a combined $4.33B — up 41% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new FHN positions and 57 closed out — a net gain of 52 holders — while 202 added to existing stakes and 64 trimmed.

The largest buyer was Vanguard Group, adding an estimated $205M. The largest seller was Franklin Resources, cutting an estimated $86.2M.

  • 425 institutional investors held First Horizon (FHN) as of Q3 2020, up from 377 in Q2 2020.
  • Funds reported $4.33B of First Horizon stock for Q3 2020, up 41% quarter-over-quarter.
  • 109 funds opened new First Horizon positions in Q3 2020 and 57 closed out, a net change of +52 holders.
  • The largest First Horizon buyer in Q3 2020 was Vanguard Group, an estimated $205M added.
  • The largest First Horizon seller in Q3 2020 was Franklin Resources, an estimated $86.2M sold.

Based on aggregated 13F filings for Q3 2020.